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Vanguard S&P Small-Cap 600 Value ETF
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Overview Fund Activity

68 hedge funds and large institutions have $95M invested in Vanguard S&P Small-Cap 600 Value ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
15
Increased
24
Reduced
17
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
Financial Management Professionals
Texas
+$6.95M
2
MAG
Mokosak Advisory Group
Iowa
+$3.33M
3
RA
Riversedge Advisors
Delaware
+$2.73M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.71M
5
Morgan Stanley
Morgan Stanley
New York
+$1.61M

Top Sellers

1
PAS
Park Avenue Securities
New York
-$7.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.42M
3
Bank of America
Bank of America
North Carolina
-$2.16M
4
EK
Evensky & Katz
Florida
-$766K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$479K
Name Holding Trade Value Shares
Change 		Shares
Change %
ODIJL
1
One Day In July LLC
Vermont
$11.5M -$35.2K -814 -0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.18M +$1.71M +39,552 +23%
FMP
3
Financial Management Professionals
Texas
$6.95M +$6.95M +160,768 New
UBS Group
4
UBS Group
Switzerland
$6.58M +$385K +8,908 +6%
First Manhattan
5
First Manhattan
New York
$5.97M -$234K -5,410 -4%
LPL Financial
6
LPL Financial
California
$5.03M -$424K -9,806 -8%
EK
7
Evensky & Katz
Florida
$3.99M -$766K -17,710 -16%
Morgan Stanley
8
Morgan Stanley
New York
$3.87M +$1.61M +37,142 +71%
SI
9
Stephens Inc
Arkansas
$3.81M +$1.08M +24,878 +39%
MAG
10
Mokosak Advisory Group
Iowa
$3.33M +$3.33M +76,898 New
ICMP
11
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.29M +$937K +21,654 +40%
RA
12
Riversedge Advisors
Delaware
$2.73M +$2.73M +63,128 New
Bank of America
13
Bank of America
North Carolina
$1.98M -$2.16M -50,050 -52%
ECM
14
Evergreen Capital Management
Washington
$1.67M +$547K +12,646 +49%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.64M +$1.23M +28,372 +295%
EWA
16
Exencial Wealth Advisors
Oklahoma
$1.44M +$1.44M +33,340 New
FAIM
17
Financial Advocates Investment Management
Washington
$1.36M +$1.36M +31,432 New
Truist Financial
18
Truist Financial
North Carolina
$1.15M +$166K +3,846 +17%
MAS
19
Managed Account Services
Florida
$1.13M +$1.13M +28,796 New
RZH
20
Relyea Zuckerberg Hanson
Connecticut
$1.11M +$1.11M +25,746 New
PAG
21
Private Advisor Group
New Jersey
$1.11M +$33K +764 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.11M +$41.4K +958 +4%
FWP
23
FAS Wealth Partners
Kansas
$977K -$127K -2,938 -12%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$972K – – –
CAC
25
Certified Advisory Corp
Florida
$955K -$66.1K -1,528 -6%
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